China Technology & Communication_ Key Takeaways from Citi 2024 China Investor Conference and Tech Tours
China Securities·2024-11-18 03:33
13 Nov 2024 22:30:22 ET │ 23 pages V i e w p o i n t | China Technology & Communication Key Takeaways from Citi 2024 China Investor Conference and Tech Tours CITI'S TAKE We met with 26 HK/China tech companies at Citi's 2024 China Investor Conference. We also visited 12 companies in Shanghai, Shenzhen, Bangkok, and Hanoi. Key takeaways include: (1) Apple chain is positive to upgrade cycle in iPhone 17; (2) Under-supply in large-sized panels creates opportunities for panel makers; (3) Auto chain sees double-d ...